Steward case

CASE-000787

Name and date of birth agree but no identifier (member ID, SSN, phone, email or address) confirms it.

OpenCheckpointckpt-run-mvfoap9e-97015workflow paused, state held

Side-by-side comparison

Incoming CLM-411535 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-411535incoming	#1MBR-018169Kenneth Santos 0.833 rec. Best evidence: NameDate of birth
Name	Kenneth Santos	Kenneth Santos
Date of birth	1944-04-09	1944-04-09
Member ID	— null	UHC-35521-44
SSN	— •••-••-null	•••-••-0272
Phone	— NULL	5226564984
Email	— NULL	—
Address	8325 Forest Ave	8325 Forest Ave
City / state / ZIP	Atlanta, GA, 30393	Atlanta, GA, 30393
Group	GRP-8823	GRP-8823
Plan	MEDICARE-ADV-B	MEDICARE-ADV-B
Sources, records	CLM1 record	CLM ×1ENR ×1PRV ×13 records

Evidence detail

How the scoring agent compared the incoming record to the record it matched inside each candidate

▶#1MBR-018169Kenneth Santos0.83

Matched against CLM-411536, 2 fields compared, weighted score 0.830

Field	Similarity	Weight	Share	Note
Name	1.00	3	50%
Date of birth	1.00	3	50%	exact

Guard: No identifier agreesConflicts: none

Records in this identity

CLMCLM-411536Kenneth Santos1944-04-09Scored 1.00
ENRENR-115173Ken SantosRule 0.96
PRVPRV-23324Kenneth Santos1944-04-09Scored 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:39167d04096b
Escalated CLM-411535, top score 0.83, candidates MBR-018169

AI recommendation

Advisory only; the steward decides

The model can read the same side-by-side evidence and suggest link, new or reject with a rationale. It never decides.

Steward decision

Recording a decision resumes the paused workflow and updates the graph immediately

Decision

Link to Kenneth SantosMBR-018169, score 0.83, 3 recordsLinkConfirm as a distinct identityCLM-411535 stays on its own golden identity, marked verified.New identityReject record (quarantine)The record's identity is quarantined; nothing downstream may act on it.Reject

Rationale *

At least 8 characters (0/8)

ActorJ. Okafor (Data Stewardship)

Choose an option

Checkpoint: ckpt-run-mvfoap9e-97015
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-046264
Opened: 2026-10-19 19:54:36
Top score: 0.83